Client Management How to Create a New Customer Site Setup Site Setup Details

Creating a New Customer (continued)

Site Setup (continued)

Comments

Comments – Information entered into this field will display (but not print) on the Service Ticket form.  Typically important information that will be valuable to Users managing Service Tickets is entered into this field.  This field is optional.

Site Information

Branch – This field will automatically fill in with the Branch code which was selected on the Customer Information form.  This field cannot be modified.  The only time the Site Branch may be changed is if an additional Site is added to the Customer record.  This field is required.

Cross Street – This field is for informational purposes only and will display and print on Service Tickets created for the Site.  Typically the nearest major cross streets to the Site is entered into this field.  This field is optional.

Map Code – If your company is using map books for locating customers and sites, the User may enter the corresponding page and coordinates for the Site.  This information will display and print on Service Tickets created for the Site.  This field is optional.

Customer Since – This is the date this Customer/Site first became your customer.  The current date will default into this field however this date may be changed if necessary.  Information entered into this field will display on the Customer Explorer form.

C/S Linking – This field is only used if your company is using Manitou central station software and will be linking Manitou records to SedonaOffice records.  The number entered into this field is the Manitou Transmitter Number.  This field is required if linking to a Manitou account; otherwise this field is not available for use.

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